SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$2.09M
3
+$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.8M
2
+$1.14M
3
+$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$20K ﹤0.01%
448
527
$20K ﹤0.01%
+450
528
$20K ﹤0.01%
350
529
$20K ﹤0.01%
+374
530
$20K ﹤0.01%
300
531
$20K ﹤0.01%
+1,700
532
$20K ﹤0.01%
750
533
$20K ﹤0.01%
1,563
534
$20K ﹤0.01%
450
+250
535
$20K ﹤0.01%
+2,200
536
$19K ﹤0.01%
16
-8
537
$19K ﹤0.01%
250
538
$19K ﹤0.01%
372
539
$18K ﹤0.01%
+400
540
$18K ﹤0.01%
+430
541
$18K ﹤0.01%
367
542
$18K ﹤0.01%
200
543
$18K ﹤0.01%
250
544
$18K ﹤0.01%
142
-370
545
$18K ﹤0.01%
333
-334
546
$18K ﹤0.01%
200
547
$17K ﹤0.01%
800
-2,806
548
$17K ﹤0.01%
241
549
$17K ﹤0.01%
524
+101
550
$17K ﹤0.01%
500
20 21
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